User Interface / User Experience /
Connector App
Services
User Interface / User Experience /
The Connector App is a digital platform designed to transform and automate the offline, manual process of lead management between Direct Selling Agents (DSAs), Sales Managers, and Branch Managers. It streamlines the entire journey starting from DSA registration, managerial approval, to real-time lead submission and tracking. By enabling DSAs and Sales Managers to independently add and manage leads through a guided digital workflow, the app significantly reduces processing time, minimizes errors, and allows greater transparency and control for all stakeholders. The solution empowers users with a DIY approach, improving scalability and operational efficiency while laying the groundwork for future enhancements and mobile-first experiences. This ongoing project aims to enhance productivity and digitize a traditionally cumbersome and resource-intensive sales process.
/ THe problem
The lead management process for DSAs and Sales Managers was entirely offline, resulting in high manual effort, lengthy approval turnaround, and frequent errors. Coordination between agents, branch managers, and company was slow and unstructured, leading to lost opportunities and inefficient resource use.
/ The Challenge
/ The solution
A digital web app was conceptualized to streamline registration, approval, and lead management. User onboarding starts with DSA self-registration and document verification, followed by branch manager approval. After approval, DSAs can quickly add leads through guided forms, which are immediately routed for manager review and status tracking. The app facilitates DIY lead management, reducing manual errors, improving speed, and enabling real-time visibility for all stakeholders. As work continues, features are being refined for scalability, mobile usability, and future integrations.
